Ask a planner Archives

If you leave Canada and own a rental property, or you are a non-resident and you buy a rental...

Learn how inheriting a US IRA or 401(k) works for spouses and non-spouses, including taxes, withdrawal rules, and opportunities...

What to know about filing taxes after a death in Canada, including notifying the CRA, executor duties, final returns,...

Shareholder loans are often misunderstood by incorporated business owners. It is important to consider the tax implications.

If you’re not among the few who max out their TFSA every January 1, these new year TFSA tips...

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what...

Learn how charitable donations can reduce your taxes in Canada, which organizations qualify, and strategies for couples and investors...

A DB pension plan member may have the opportunity to buy back pensionable service to increase their future pension....

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and...